FIRVX Mutual Fund

NAV$60.36

TER0.47%

Holdings34

FIRVX Mutual Fund

NAV$60.36

Fidelity Advisor Managed Retirement 2020 Fund

TER0.47%

Holdings34

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Holdings Overlap Analysis

Compare FIRVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings FIRVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

FIRVX Mutual Fund Overlap Analysis

FIRVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

FIRVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, FIRVX may share significant positions with broad-market funds.

FIRVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FIRVX tax-loss harvesting finds highly correlated but non-identical funds.